Creating Personalized Documents using Mail Merge in MS Word

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Added on  2025/04/07

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AI Summary
Desklib provides past papers and solved assignments. This report details the mail merge process in MS Word.
Document Page
How I created a Mail
Merge?
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Mail Merge
Documents Involved
Steps to Mail Merge
Attaching List
Previeweing
Saving
Table of Contents
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It is used to generate multiple identical
documents at once.
Used to create personalized letters, cards or
envelopes.
Word can place documents from Excel or
powerpoint.
Mail Merge:
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Create a new Word Document:
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These documents have identical:
layout
Formatting
Text
Graphics
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The primary document
The source of data
The document to be merged
Documents involved in a Mail
Merge:
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Step 1: Produce data in Excel
The most important step is producing data in
Excel to be imported.
All data should be present in the first sheet
Every formatting of symbols must be done
correctly .
This is done so that there is no issue in Word
to read the data
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Every change must be made before merging
in into word.
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In Word, choose File-> New->Blank
Document
On the Mailing Tab, choose start mail merge
and select the kind of merge you intend to
use.
Doing the Mail Merge:
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Click on ‘Select Receipent’ and then select
the list from Excel.
Select the list from excel and click on ‘OK’
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Click on Mailings and select ‘Greeting Line’.
Change the Greeting line if you want to .
Then click on ‘OK’
Click on File-> ‘Save’
Inserting Greeting:
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After doing the changes, click on Mailings Tab.
Under Mailing Tab, choose preview results.
After previewing, click on Finish and Merge and then
select the desired option.
Previewing:
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